Jolley Asset Management’s McDonald's MCD Stock Holding History

Jolley Asset Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-527	Closed	-$83K	–	124
2018 Q2	$83K	Hold	527	–	–	0.06%	97
2018 Q1	$82K	Hold	527	–	–	0.05%	98
2017 Q4	$91K	Hold	527	–	–	0.06%	92
2017 Q3	$83K	Buy	527 +27	+5%	+$4.23K	0.06%	91
2017 Q2	$77K	Sell	500 -200	-29%	-$28.9K	0.05%	93
2017 Q1	$91K	Hold	700	–	–	0.07%	82
2016 Q4	$85K	Hold	700	–	–	0.06%	81
2016 Q3	$81K	Hold	700	–	–	0.07%	81
2016 Q2	$84K	Sell	700 -160	-19%	-$20K	0.07%	86
2016 Q1	$108K	Buy	860 +360	+72%	+$43K	0.1%	62
2015 Q4	$59K	Hold	500	–	–	0.06%	70
2015 Q3	$49K	Sell	500 -6,000	-92%	-$584K	0.05%	70
2015 Q2	$618K	Buy	6,500 +6,000	+1,200%	+$580K	0.56%	38
2015 Q1	$49K	Hold	500	–	–	0.04%	74
2014 Q4	$47K	Hold	500	–	–	0.04%	77
2014 Q3	$47K	Hold	500	–	–	0.04%	75
2014 Q2	$50K	Hold	500	–	–	0.04%	83
2014 Q1	$49K	Hold	500	–	–	0.04%	76
2013 Q4	$49K	Hold	500	–	–	0.04%	74
2013 Q3	$48K	Hold	500	–	–	0.04%	76
2013 Q2	$49K	Buy	+500	New	+$50.1K	0.04%	73

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jolley Asset Management's MCD Position: Q3 2018 in Review

Jolley Asset Management sold out of McDonald's (MCD) in Q3 2018, closing a stake of 527 shares — an estimated $83K sold.

Jolley Asset Management first reported a position in MCD in Q2 2013 and held it in 21 quarters. The position peaked at $618K in Q2 2015. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

Jolley Asset Management reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 527 McDonald's shares in Q3 2018, an estimated $83K.
Jolley Asset Management first reported a position in McDonald's in Q2 2013 and held it in 21 quarters.
Jolley Asset Management's McDonald's position peaked at $618K in Q2 2015.
1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.